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All Documents

Form Documents

Investments

Application Form Download
B2B Bank Investment Loan Application Download
Movable Hypothec on Investment Securities Download
Pre-Authorized Chequing Agreement Download
TFSA Application Form Download
Transfer Authorization - Registered Investments Download
Transfer Authorization - Non-Registered Investments Download

Fund Documents

Stone American Dividend Growth Corporate Class

2018 Annual Management Report of Fund Performance Download
2018 Annual Financial Statements Download

Stone Covered Call Canadian Banks Plus Fund Corporate Class

2018 Annual Management Report of Fund Performance Download
2018 Annual Financial Statements Download

Stone Small Companies Fund

2018 Annual Management Report of Fund Performance Download
2018 Annual Financial Statements Download
Fund Essential May 2019 Download

Stone Global Strategy Fund Series

2018 Annual Management Report of Fund Performance Download
2018 Annual Financial Statements Download
Fund Essential May 2019 Download

Stone Monthly Pay Fund

Fund Essential May 2019 Download
2018 Annual Management Report of Fund Performance Download
2018 Annual Financial Statements Download

Stone Covered Call Canadian Banks Plus Fund

Fund Essential - May 2019 Download
2018 Annual Management Report of Fund Performance Download
2018 Annual Financial Statements Download

Stone American Dividend Growth Fund

Fund Essential - May 2019 Download
2018 Annual Management Report of Fund Performance Download
2018 Annual Financial Statements Download

Notices

Stone Change of Back Office Notice Download
Letter to Current Investors for Back Office Conversion Download

First National Mortgage Investment Fund

Fund Termination Notice November 2017 Download
Fund Termination Notice December 2017 Download

Fund Essentials

Stone Dividend Growth Class - May 2019 Download
Stone GaleForce Dividend Growth Pool - May 2019 Download
Stone EuroPlus Fund - May 2019 Download
Stone Global Growth Fund - May 2019 Download
Stone Global Balanced Fund - May 2019 Download
Monthly Performance & Fact Sheet - May 2019 Download
Stone Select Growth Class - May 2019 Download
Stone Growth Fund - May 2019 Download
Stone American Dividend Growth Fund - May 2019 Download
Stone Covered Call Canadian Banks Plus Fund - May 2019 Download
Stone Monthly Pay Fund - May 2019 Download
Stone Global Strategy Fund - May 2019 Download
Stone Small Companies Fund - May 2019 Download

Stone GaleForce Dividend Growth Pool

2018 Annual Financial Statements Download
2018 Interim Financial Statements Download
Offering Memorandum Download
Fund Essential - May 2019 Download

Market Commentaries

Quarterly Aviva Commentary - March 2019 Download
Stone Investment Group Monthly Commentary - May 2019 Download
Rathbone Unit Trust Management Investment Update - February 2018 Download
Stone Global Growth Fund Update - December 2018 Download
Seamark Quarterly Commentary for Q4 Download

Portfolio Notes

Portfolio Notes - May 2019 Download

Stone Dividend Growth Class

2018 Annual Management Report of Fund Performance Download
2018 Interim Management Report of Fund Performance Download
Quarterly Portfolio Disclosure - September 2018 Download
2018 Annual Financial Statements Download
2018 Interim Financial Statements Download
Fund Essential - May 2019 Download

Stone EuroPlus Fund

2018 Annual Management Report of Fund Performance Download
2018 Interim Management Report of Fund Performance Download
Quarterly Portfolio Disclosure - September 2018 Download
2018 Annual Financial Statements Download
2018 Interim Financial Statements Download
Fund Essential - May 2019 Download

Stone Global Balanced Fund

2018 Annual Management Report of Fund Performance Download
2018 Interim Management Report of Fund Performance Download
Quarterly Portfolio Disclosure - September 2018 Download
2018 Annual Financial Statements Download
2018 Interim Financial Statements Download
Fund Essential - May 2019 Download

Stone Global Growth Fund

2018 Annual Management Report of Fund Performance Download
2018 Interim Management Report of Fund Performance Download
Quarterly Portfolio Disclosure - September 2018 Download
2018 Annual Financial Statments Download
2018 Interim Financial Statements Download
Fund Essential - May 2019 Download

Stone Growth Fund

2018 Interim Management Report of Fund Performance Download
2018 Annual Management Report of Fund Performance Download
Quarterly Portfolio Disclosure - September 2018 Download
2018 Annual Financial Statements Download
2018 Interim Financial Statements Download
Fund Essential - May 2019 Download

Stone Select Growth Class

2018 Annual Management Report of Fund Performance Download
Quarterly Portfolio Disclosure - September 2018 Download
2018 Annual Financial Statements Download
2018 Interim Financial Statements Download
2018 Interim Management Report of Fund Performance Download
Fund Essential - May 2019 Download

Regulatory Documents

Marquest Fund Termination Investor Notice - January 2019

Marquest Fund Termination Investor Notice Download

2017 Fund Change Notice and Circular

Fund Change Notice and Circular Download

IRC Reports

2019 Stone Independent Review Committee Report of Stone Funds Download
2019 Stone Independent Review Committee Report of Former Marquest Funds Download

MRFP and Financial Statements

2018 Annual Financial Statements - All Mutual Funds Download
2018 Annual Financial Statements - GaleForce Dividend Growth Pool Download
2018 Annual Management Report of Fund Performance - Stone Dividend Growth Class Download
2018 Annual Management Report of Fund Performance - Stone EuroPlus Fund Download
2018 Annual Management Report of Fund Performance - Stone Global Growth Fund Download
2018 Annual Management Report of Fund Performance - Stone Global Balanced Fund Download
2018 Annual Management Report of Fund Performance - Stone Growth Fund Download
2018 Annual Management Report of Fund Performance - Stone Select Growth Class Download
2018 Interim Financial Statements - All Mutual Funds Download
2018 Interim Financial Statements - Stone GaleForce Dividend Growth Pool Download
2018 Interim Management Report of Fund Performance - Stone Dividend Growth Class Download
2018 Interim Management Report of Fund Performance - Stone EuroPlus Fund Download
2018 Interim Management Report of Fund Performance - Stone Global Growth Fund Download
2018 Interim Management Report of Fund Performance - Stone Global Balanced Fund Download
2018 Interim Management Report of Fund Performance - Stone Growth Fund Download
2018 Interim Management Report of Fund Performance - Stone Select Growth Class Download
2018 Annual Financial Statements - Former Marquest Funds Download
2018 Annual Management Report of Fund Performance - Stone American Dividend Growth Fund Corporate Class Download
2018 Annual Management Report of Fund Performance - Stone American Dividend Growth Fund Download
2018 Annual Management Report of Fund Performance - Stone Covered Call Canadian Banks Plus Fund Corporate Class Download
2018 Annual Management Report of Fund Performance - Stone Covered Call Canadian Banks Plus Fund Download
2018 Annual Management Report of Fund Performance - Stone Global Strategy Fund Download
2018 Annual Management Report of Fund Performance - Stone Monthly Pay Fund Download
2018 Annual Management Report of Fund Performance - Stone Small Companies Fund Download

Annual Information Form (AIF)

2018 Annual Information Form - All Mutual Funds Download
2018 Stone (formerly Marquest) Funds Amended Annual Information Form Download

Other Regulatories

Trade Matching Settlement Statement Download
Proxy Voting Guidelines Download

Prospectuses & Offering Documents

2018 Simplified Prospectus - All Mutual Funds Download
Stone GaleForce Dividend Growth Pool Offering Memorandum Download
2018 Stone (formerly Marquest) Funds Amended Simplified Prospectus Download

Proxy Voting Disclosure

Proxy Voting Disclosure

Quarterly Portfolio Disclosures

Quarterly Portfolio Disclosure - March 2019 - Stone Dividend Growth Class Download
Quarterly Portfolio Disclosure - March 2019 - Stone EuroPlus Fund Download
Quarterly Portfolio Disclosure - March 2019- Stone Global Balanced Fund Download
Quarterly Portfolio Disclosure - March 2019- Stone Growth Fund Download
Quarterly Portfolio Disclosure - March 2019 - Stone Select Growth Class Download
Quarterly Portfolio Disclosure - March 2019 - Stone Global Growth Fund Download
Quarterly Portfolio Disclosure - March 2019 - Stone American Dividend Growth Class Corporate Class Download
Quarterly Portfolio Disclosure - March 2019 - Stone American Dividend Growth Class Download
Quarterly Portfolio Disclosure - March 2019 - Stone Covered Call Canadian Banks Plus Fund Corporate Class Download
Quarterly Portfolio Disclosure - March 2019 - Stone Covered Call Canadian Banks Plus Fund Download
Quarterly Portfolio Disclosure - March 2019 - Stone Global Strategy Fund Download
Quarterly Portfolio Disclosure - March 2019 - Stone Monthly Pay Fund Download
Quarterly Portfolio Disclosure - March 2019 - Stone Small Companies Fund Download
Stone Co